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Phillips 66

1,230 hedge funds and large institutions have $21.2B invested in Phillips 66 in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 464 increasing their positions, 466 reducing their positions, and 157 closing their positions.

Holders
1,230
Holders Change
-88
Holders Change %
-6.68%
% of All Funds
21.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
87
Increased
464
Reduced
466
Closed
157
Calls
$438M
Puts
$247M
Net Calls
+$191M
Net Calls Change
+$99M
Name Holding Trade Value Shares
Change
Shares
Change %
GG
1076
Gleason Group
Kentucky
$47K +$18.3K +258 +64%
PP
1077
Pacifica Partners
Canada
$46K
BMD
1078
Better Money Decisions
New Mexico
$44K
IRAG
1079
Investment Research & Advisory Group
Georgia
$43K
CYG
1080
Clean Yield Group
Vermont
$43K +$5.65K +81 +15%
CAL
1081
Capital Advisors Ltd
Ohio
$42K
SSC
1082
Syverson Strege & Co
Iowa
$42K
FCB
1083
First Command Bank
Texas
$42K +$840 +12 +2%
FCFS
1084
First Command Financial Services
Texas
$42K +$840 +12 +2%
GLLW
1085
Graves Light Lenhart Wealth
Virginia
$41K -$1.13K -16 -3%
EWM
1086
Endurance Wealth Management
Rhode Island
$41K
Loomis, Sayles & Company
1087
Loomis, Sayles & Company
Massachusetts
$41K +$139 +2 +0.3%
TF
1088
TimeScale Financial
Massachusetts
$41K +$283 +4 +0.7%
CWP
1089
Concord Wealth Partners
Virginia
$39K -$24.3K -349 -38%
PCG
1090
Private Capital Group
Connecticut
$38K -$20.6K -295 -35%
PMFA
1091
Plante Moran Financial Advisors
Michigan
$38K -$9.83K -142 -21%
LWA
1092
Lenox Wealth Advisors
New York
$38K +$210 +3 +0.6%
GWS
1093
Glassman Wealth Services
Virginia
$37K +$277 +4 +0.8%
GWSG
1094
GPS Wealth Strategies Group
Colorado
$36K
BWM
1095
Baystate Wealth Management
Massachusetts
$36K +$417 +6 +1%
TVWM
1096
Tower View Wealth Management
Wisconsin
$35K +$35K +500 New
DOA
1097
D'Orazio & Associates
Virginia
$34K
AIC
1098
Archer Investment Corporation
Indiana
$33.5K +$33.5K +479 New
AWMS
1099
Advocacy Wealth Management Services
Georgia
$33K
POIA
1100
Pin Oak Investment Advisors
Texas
$33K